SEC 13F Intelligence

Strategic Investment Advisors / Mi / VTV

Strategic Investment Advisors / Mi’s Vanguard Index Fds Position

Does Strategic Investment Advisors / Mi own Vanguard Index Fds (VTV)? Yes — 257.2K shares worth $50M (+3.49% of its 13F portfolio) as of Q1 2026, up from 235.1K shares the prior filed quarter.

Position Value
$50M
Q1 2026
Shares
257.2K
% of Portfolio
+3.49%
Quarters Held
30
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $7MQ4 ’20Q1 ’21: $9MQ2 ’21: $11MQ3 ’21: $12MQ4 ’21: $15MQ4 ’21Q1 ’22: $16MQ2 ’22: $17MQ3 ’22: $17MQ4 ’22: $19MQ4 ’22Q1 ’23: $22MQ2 ’23: $50MQ3 ’23: $26MQ4 ’23: $30MQ4 ’23Q1 ’24: $36MQ2 ’24: $37MQ3 ’24: $41MQ4 ’24: $41MQ4 ’24Q1 ’25: $41MQ2 ’25: $42MQ3 ’25: $44MQ4 ’25: $45MQ4 ’25Q1 ’26: $50Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026257.2K$50M+3.49%
Q4 2025235.1K$45M+3.88%
Q3 2025235.6K$44M+3.95%
Q2 2025237.1K$42M+4.07%
Q1 2025236.3K$41M+4.32%
Q4 2024244.3K$41M+4.39%
Q3 2024236.2K$41M+4.52%
Q2 2024227.9K$37M+4.46%
Q1 2024219.6K$36M+4.59%
Q4 2023203.2K$30M+4.39%
Q3 2023191.4K$26M+4.35%
Q2 2023350.7K$50M+6.91%
Q1 2023157.0K$22M+3.92%
Q4 2022136.2K$19M+3.96%
Q3 2022137.1K$17M+3.81%
Q2 2022132.0K$17M+3.48%
Q1 2022109.1K$16M+3.04%
Q4 202198.8K$15M+2.81%
Q3 202187.7K$12M+2.60%
Q2 202181.3K$11M+2.56%
Q1 202169.9K$9M+2.38%
Q4 202063.0K$7M+2.16%
Q3 202056.1K$6M+1.98%
Q2 202052.6K$5M+1.98%
Q1 202046.4K$4M+1.90%
Q4 201943.0K$5M+2.13%
Q3 201937.0K$4M+1.98%
Q2 201931.6K$4M+1.91%
Q1 201924.2K$3M+1.79%
Q4 201821.3K$2M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Investment Advisors / Mi’s full portfolio or all institutional holders of VTV.